Wealth Advisory Solutions’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Wealth Advisory Solutions’s Portfolio XLRE Stock Details XLRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$325K	Sell	7,945 -98	-1%	-$4.33K	0.07%	112
2026 Q2	$354K	Sell	8,043 -1,091	-12%	-$48K	0.07%	112
2026 Q1	$373K	Sell	9,134 -577	-6%	-$24.2K	0.08%	103
2025 Q4	$392K	Sell	9,711 -272	-3%	-$11.2K	0.09%	102
2025 Q3	$421K	Buy	9,983 +609	+6%	+$25.5K	0.1%	101
2025 Q2	$388K	Buy	9,374 +136	+1%	+$5.58K	0.1%	101
2025 Q1	$387K	Sell	9,238 -135	-1%	-$5.62K	0.1%	100
2024 Q4	$381K	Sell	9,373 -391	-4%	-$16.9K	0.11%	91
2024 Q3	$436K	Sell	9,764 -743	-7%	-$31.3K	0.12%	90
2024 Q2	$404K	Buy	10,507 +738	+8%	+$27.8K	0.11%	89
2024 Q1	$386K	Sell	9,769 -2,363	-19%	-$91.9K	0.1%	93
2023 Q4	$486K	Sell	12,132 -11,923	-50%	-$428K	0.17%	56
2023 Q3	$892K	Buy	24,055 +12,628	+111%	+$467K	0.17%	75
2023 Q2	$431K	Buy	11,427 +362	+3%	+$13.4K	0.11%	82
2023 Q1	$414K	Sell	11,065 -915	-8%	-$35.1K	0.11%	90
2022 Q4	$442K	Sell	11,980 -1,471	-11%	-$54.3K	0.12%	99
2022 Q3	$484K	Sell	13,451 -371	-3%	-$15.5K	0.13%	97
2022 Q2	$565K	Sell	13,822 -1,822	-12%	-$81.3K	0.14%	94
2022 Q1	$756K	Buy	+15,644	New	+$733K	0.16%	92
2021 Q3	$685K	Sell	15,417 -25,041	-62%	-$1.16M	0.15%	99
2021 Q2	$1.79M	Buy	40,458 +1,719	+4%	+$73.7K	0.43%	66
2021 Q1	$2M	Buy	38,739 +2,400	+7%	+$90.3K	0.42%	74
2020 Q4	$1.33M	Sell	36,339 -1,165	-3%	-$42.3K	0.36%	62
2020 Q3	$1.32M	Sell	37,504 -6,969	-16%	-$248K	0.35%	70
2020 Q2	$1.55M	Sell	44,473 -7,973	-15%	-$269K	0.43%	68
2020 Q1	$1.63M	Buy	52,446 +11,396	+28%	+$426K	0.55%	58
2019 Q4	$1.59M	Buy	+41,050	New	+$1.59M	0.42%	67

Other funds holding XLRE

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Prentice Wealth Management Rochester, New York $493M AUM 7.72% 1-Year Est. Return

Hudock Inc Williamsport, Pennsylvania $790M AUM 18.43% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

Aspect Partners Fairfax, Virginia $264M AUM 15.76% 1-Year Est. Return

LCW Services Virginia Beach, Virginia $240M AUM 12.93% 1-Year Est. Return

Wealth Advisory Solutions's XLRE Position: Q3 2026 in Review

Wealth Advisory Solutions reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 1.2% in Q3 2026, selling an estimated $4.33K and leaving 7,945 shares worth $325K. The position accounts for 0.07% of the portfolio, ranked #112.

Wealth Advisory Solutions first reported a position in XLRE in Q4 2019 and has held it in 27 quarters since. The position peaked at $2M in Q1 2021. 189 funds tracked by Wall St. Rank hold XLRE as of Q3 2026.

Wealth Advisory Solutions held 7,945 shares of State Street Real Estate Select Sector SPDR ETF worth $325K as of Q3 2026.
Wealth Advisory Solutions sold 98 State Street Real Estate Select Sector SPDR ETF shares in Q3 2026, an estimated $4.33K.
State Street Real Estate Select Sector SPDR ETF made up 0.07% of Wealth Advisory Solutions's portfolio in Q3 2026, its #112 holding.
Wealth Advisory Solutions first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
Wealth Advisory Solutions's State Street Real Estate Select Sector SPDR ETF position peaked at $2M in Q1 2021.
189 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2026.

Based on Wealth Advisory Solutions's 13F filing for Q3 2026, filed 20 Oct 2026.